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Intuitive Surgical
ISRG

Overview Fund Activity

1,526 hedge funds and large institutions have $108B invested in Intuitive Surgical in 2021 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 607 increasing their positions, 448 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,526
Holders Change
+161
Holders Change %
+11.79%
% of All Funds
23.57%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
0.71%
New
257
Increased
607
Reduced
448
Closed
75
Calls
$2.23B
Puts
$2.3B
Net Calls
-$68.5M
Net Calls Change
+$382M

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
+$434M
2
ClearBridge Investments
ClearBridge Investments
New York
+$348M
3
Marshall Wace
Marshall Wace
United Kingdom
+$267M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$255M
5
Deutsche Bank
Deutsche Bank
Germany
+$246M

Top Sellers

1
Edgewood Management
Edgewood Management
Connecticut
-$6.53B
2
Morgan Stanley
Morgan Stanley
New York
-$1.42B
3
Capital World Investors
Capital World Investors
California
-$453M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$420M
5
CA
Capitolis Advisors
New York
-$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
EN1L
851
Engine No 1 LLC
California
$878K +$193K +536 +28%
SVWAG
852
Sound View Wealth Advisors Group
Georgia
$877K – – –
DI
853
Diligent Investors
California
$877K +$6.83K +19 +0.8%
TPM
854
Triasima Portfolio Management
Quebec, Canada
$873K -$83K -231 -9%
BIAS
855
Beacon Investment Advisory Services
New Jersey
$872K +$719 +2 +0.1%
AA
856
Ancora Advisors
Ohio
$872K +$19.8K +55 +2%
CAM
857
Congress Asset Management
Massachusetts
$865K -$19K -53 -2%
ECM
858
EMC Capital Management
Texas
$862K -$1.72M -4,800 -67%
ZCM
859
Ziegler Capital Management
Illinois
$860K +$32.3K +90 +4%
WA
860
Wealth Alliance
New York
$842K +$319K +887 +61%
AIM
861
Anchor Investment Management
South Carolina
$841K +$235K +653 +39%
JIC
862
Joel Isaacson & Co
New York
$839K +$3.24K +9 +0.4%
DIA
863
Dana Investment Advisors
Wisconsin
$830K – – –
HIM
864
Hillsdale Investment Management
Ontario, Canada
$829K -$57.8K -161 -7%
CF
865
Copperwynd Financial
Arizona
$825K +$85.8K +239 +12%
QCG
866
Quadrant Capital Group
Ohio
$824K -$229K -637 -22%
BCM
867
BTC Capital Management
Iowa
$822K +$205K +570 +33%
GFP
868
Gryphon Financial Partners
Ohio
$817K +$31.3K +87 +4%
DWA
869
Douglass Winthrop Advisors
New York
$813K +$8.63K +24 +1%
MC
870
Moors & Cabot
Massachusetts
$811K -$13.3K -37 -2%
PWPS
871
Pinnacle Wealth Planning Services
Ohio
$810K +$188K +523 +30%
UC
872
Unio Capital
New Jersey
$808K +$25.4K +938 +3%
FNT
873
First National Trust
Pennsylvania
$804K +$41.7K +116 +5%
ECM
874
Evergreen Capital Management
Washington
$802K +$27.7K +77 +4%
DWT
875
Dorsey & Whitney Trust
South Dakota
$797K +$47.6K +132 +6%
33 34
35
36 37